John Bell
About Me
As a Do-It-Yourself investor, you enjoy managing your own money. You should invest how you want to invest. My goal is to help you navigate all the other life financial planning areas including, preparing for retirement, reviewing potential opportunities to save on taxes, making sure your estate is in order or various charitable giving strategies. Investing is important, but it is not the only thing...
And if you need investing help, I have decades of experience as an individual investor and executive in Fortune 500 financial firms. I led one of the largest RIAs in the country and have over 25 years in the financial services industry. I can help you with your assessing your current portfolio, asset allocation, and provide recommendations if needed.
Comprehensive financial planning is an immersive approach to managing your financial needs over your lifetime and beyond. It involves setting goals, creating a plan to pursue those goals, monitoring your progress along the way and adjusting the plan as needed. I charge a one-time fee for this service, and also offer an on-going subscription. For those that need a more limited engagement, I also charge an hourly fee to help families on more specific topics like, Social Security optimization, Roth conversions, tax planning, etc.
If you are interested in learning more about advice-only planning, please reach out to me for a no cost discovery meeting so I can learn more about your family.
Mission Statement
My mission is to help DIY or aspiring DIY investors have clarity on their current financial situation and confidence moving forward.
Why I Became an Advisor
I have worked in the financial industry for my entire career primarily in technology and management. While this was fulfilling, I wanted to provide more individualized help and work with family's on their financial journey. I found working at large financial services firms, decisions were often not made in the best interest of the client.